Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,208,651
-$246,687 QoQ
Shares Held
5,921
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#4,357
of 6,194 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Elevated Private Wealth, LLC holds $6,143,568 across 3 Software - Infrastructure names. MSFT ranks #2 (36.0% of the industry book) .
All Filings in MSFT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,208,651 | 5,921 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $2,455,338 | 5,077 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||